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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,027 | $78,694+28.4% | $67,652+49.3% | $125,389-19.4% |
| Participation rate | 38.1% | 78.8%-40.7pp | 75.7%-37.6pp | 83.2%-45.1pp |
| Annual return | -0.71% | 9.46%-10.2pp | 6625.40%-6626.1pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,064 | $4,292-75.2% | $3,560-70.1% | $5,352-80.1% |
| Admin fee / account holder | $10 | $7,403-99.9% | $4,821-99.8% | $9,541-99.9% |